Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,780 | $134,001-98.7% | $112,258-98.4% | $134,509-98.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -24.80% | 47.15%-72.0pp | 27.47%-52.3pp | 418.13%-442.9pp |
| Employer contribution / active EE | $1,007 | $4,039-75.1% | $3,636-72.3% | $4,741-78.8% |
| Participant deferral / active EE | $1,007 | $5,291-81.0% | $4,728-78.7% | $6,400-84.3% |
| Admin fee / account holder | $453 | $7,491-94.0% | $6,411-92.9% | $11,427-96.0% |